Taxes are complicated.
Don’t stress about keeping up-to-date with the latest tax code or checking all of the right boxes in your tax software. Let us do what we love, filing your tax return correctly and on-time.
Tax Preparation
We will prepare and review your state(s) and Federal Tax return. Once completed we electronically file for the fastest processing.
Tax Planning
Why pay more in taxes than you have to? We will look ahead in your life to make smart tax decisions that will save you money.
Virtual Tax Firm
As a virtual tax firm, we work with clients all over the United States. Our secure systems allow easy transfer of data and returns.
TAX
PREPARATION
what’s included
Tax Preparation
30-Minute Phone/Zoom Call for new client meeting
Review of prior year tax returns for correctness and additional tax opportunities
Preparation, review, and electronically file your state(s) and Federal tax returns
Year round tax support to answer questions and/or amend returns
Fees start at $350
TAX
pLANNING
what’s included
Tax Planning
30-Minute Phone/Zoom Call for new client meeting
We are equipped to handle any of your tax planning needs, including:
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- Withholding corrections to reduce future tax liability
- Rental property analysis, tax impact of purchase, and impact of sale
- Tax strategy for your stock options (NSOs, ISOs, RSUs, ESOP)
- Roth conversions for reduced tax liability in retirement
Year round tax support to answer questions
Fees start at $200/hr
Bookkeeping
what’s included
Bookkeeping
30-Minute Phone/Zoom Call for new client meeting
Review your current books to clean up, advise, and make changes
Provide payroll support and management
Maintain and keep your books up-to-date every month
Provide reports so you can track your progress, growth, and profitability in your business
Year round bookkeeping support to answer questions and/or review items
Fees start at $200/month
Contact Us
Feel free to use the form to drop us a quick message or the details below. To discuss our services, it is best to use the calendar link to find a time on our calendar.